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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
+$49.8M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$17.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$16.1M
4
WC
Westwind Capital
New Mexico
+$8.09M
5
UBS Group
UBS Group
Switzerland
+$7.59M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
-$29.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$9M
3
AI
Atria Investments
North Carolina
-$7.3M
4
SMG
Spectrum Management Group
Indiana
-$6.52M
5
MNG
Manning & Napier Group
New York
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
276
Stifel Financial
Missouri
$290K +$32.3K +1,965 +13%
LAIC
277
Lederer & Associates Investment Counsel
California
$286K -$2.5K -153 -0.9%
OC
278
Oarsman Capital
Wisconsin
$282K -$45K -2,748 -14%
EWM
279
Empirical Wealth Management
Washington
$281K +$5.29K +324 +2%
SFG
280
SNS Financial Group
Minnesota
$275K +$275K +16,815 New
EFS
281
Essex Financial Services
Connecticut
$275K +$275K +16,827 New
AF
282
Alerus Financial
North Dakota
$270K – – –
HI
283
Hudock Inc
Pennsylvania
$270K +$89.1K +5,454 +49%
IIC
284
Ironwood Investment Counsel
Arizona
$261K -$14.7K -900 -5%
CRC
285
Curi RMB Capital
Illinois
$261K -$4.07K -249 -2%
CAMG
286
CWA Asset Management Group
Florida
$259K +$1.27K +78 +0.5%
HIC
287
Holderness Investments Company
North Carolina
$257K +$37K +2,268 +17%
SWMG
288
Sanchez Wealth Management Group
Florida
$251K +$1.3K +81 +0.5%
AA
289
Ancora Advisors
Ohio
$245K +$42.1K +2,574 +21%
CWM
290
Cornerstone Wealth Management
Missouri
$241K +$18.4K +1,152 +8%
AF
291
Allworth Financial
California
$239K +$4.36K +267 +2%
US Bancorp
292
US Bancorp
Minnesota
$238K – – –
SCA
293
Stokes Capital Advisors
South Carolina
$238K +$19.1K +1,173 +9%
SIA
294
Starfire Investment Advisers
Michigan
$238K +$238K +14,571 New
SGCA
295
Steel Grove Capital Advisors
Tennessee
$238K +$238K +14,577 New
WWM
296
Windsor Wealth Management
Indiana
$233K -$4.72K -288 -2%
CWM
297
Confluence Wealth Management
Oregon
$230K +$1.22K +75 +0.5%
JIC
298
Johnson Investment Counsel
Ohio
$229K +$25.7K +1,578 +13%
SBL
299
Sargent Bickham Lagudis
Colorado
$225K -$4.73M -288,981 -95%
WP
300
WMS Partners
Maryland
$225K +$225K +13,791 New
10 11
12
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